Capital Advisors Inc. OK Trims Stake in UnitedHealth Group Incorporated $UNH

Capital Advisors Inc. OK lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 21.0% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 7,092 shares of the healthcare conglomerate’s stock after selling 1,889 shares during the quarter. Capital Advisors Inc. OK’s holdings in UnitedHealth Group were worth $2,341,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Beacon Financial Strategies CORP bought a new position in shares of UnitedHealth Group in the fourth quarter worth approximately $26,000. Foster Dykema Cabot & Partners LLC grew its stake in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 34 shares in the last quarter. 1248 Management LLC purchased a new stake in shares of UnitedHealth Group during the 3rd quarter valued at $29,000. Holos Integrated Wealth LLC purchased a new position in UnitedHealth Group in the fourth quarter worth $29,000. Finally, Hurley Capital LLC raised its position in UnitedHealth Group by 81.6% during the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock valued at $31,000 after purchasing an additional 40 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 1.3%

Shares of UNH opened at $274.04 on Thursday. The firm has a fifty day simple moving average of $286.16 and a two-hundred day simple moving average of $320.70. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The stock has a market capitalization of $248.74 billion, a P/E ratio of 20.78, a PEG ratio of 1.24 and a beta of 0.40. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same period in the prior year, the firm posted $6.81 earnings per share. The company’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

Key Headlines Impacting UnitedHealth Group

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 price target, citing better-than-expected expense/margin improvement (especially at Optum Health), which implies meaningful upside to earnings estimates. Raymond James upgrade
• Positive Sentiment: Prominent analyst pieces argue UNH is deeply discounted after steep declines and that the pullback creates a buying opportunity for value/long-term investors. That narrative can attract contrarian flows. Investopedia buy argument
• Positive Sentiment: Reports that billionaire Paul Tudor Jones is adding to UNH provide a headline-driven catalyst and signal institutional conviction for some macro-focused allocators. Paul Tudor Jones buys
• Positive Sentiment: Analysis from Zacks highlights UNH’s strong earnings surprise history and argues the company has the setup to beat upcoming quarters—supporting the bullish case tied to margin recovery. Zacks on earnings upside
• Neutral Sentiment: Street coverage remains heavy and mixed: many buy/outperform ratings and a median multi-month price target well above current levels, so analyst sentiment provides a backdrop for both rallies and volatility. QuiverQuant analyst/target summary
• Negative Sentiment: Social-media and trader chatter intensified after shares fell below Berkshire’s purchase price, spotlighting year-to-date and prior-year declines; that panic plus recent large institutional sell-offs increases downside volatility risk. QuiverQuant social discussion
• Negative Sentiment: Legal/regulatory risk remains unresolved: the Ninth Circuit will weigh whether United can use a broad preemption defense in a Medicare Advantage fraud case—an adverse ruling could increase liability exposure and regulatory scrutiny. Ninth Circuit legal risk

Analysts Set New Price Targets

A number of brokerages recently weighed in on UNH. Wells Fargo & Company decreased their price objective on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Royal Bank Of Canada reduced their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Leerink Partners decreased their price objective on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $363.38.

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.